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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: D. Swiss who wrote (120275)	4/23/1999 1:19:00 PM
From: Mohan Marette	Respond to of 176388

IBM's PC marketing strategy---->IBM no DELL in the PC biz. Drew: Here is an interesting look at how IBM marketed their PC in Q1.Doesn't look like IBM is going be a big threat to DELL when it comes to Personal Computers.Notice 100% of the commercial desktops went through channels where as DELL is 100% DIRECT.I say advantage DELL. ==================== ....'Maine said IBM's recent strategy to offer more of its sales direct to end users, including through its own e-commerce site on the Web, could continue. "Seventy percent of our customers prefer working through a partner," Maine told analysts. "At the same time, we feel the trend is moving to 50 percent who want to move direct to vendors." ,,During the period, IBM saw its sales into the channel grow by 31 percent, while its sales out of the channel grew 25 percent. One-hundred percent of its commercial desktops sold in the United States went through the company's channel-assembly program. Maine said IBM reduced price protection to dealers to 15 days during the quarter and even dropped it down to three days for channel companies involved in co-location programs with the vendor. However, Maine also said IBM is building its "strategic outsourcing" practice, which also engages resellers. "Many investors believe this is just a commodity business," he said. "In some segments of it, you can make that case. We saw a disproportionately larger growth with mobile product and Netfinity servers." techweb.com

To: D. Swiss who wrote (120275)	4/25/1999 10:13:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176388

<--OT-->Ashmuck on the Dog. Drew: See if you want to adjust your strategy with respect your holding in Dogway. ============================= Commenting on Dogway Kumar opines---> ................ .."The June quarter is Heartbreak Hill for the company," said Ashok Kumar, Piper Jaffray analyst, in a report. "It has missed second quarter consenus estimates for the last two years." Kumar cut his estimate for the second quarter to 55 cents a share from 61 cents. First Call Corp.'s consensus estimate of 23 analysts is looking for 55 cents for Gateway's second quarter. Piper Jaffray voiced worry over excess inventory from Compaq Computer Corp. (NYSE: CPQ) next quarter, as well as aggressive posturing by Dell in the consumer market. In Europe, Gateway may face problems from degradation and the weakness in the U.K., which makes up about half of the company's European sales....' zdii.com